About Cetera
Cetera is a company based in El Segundo (United States) founded in 2010 was acquired by Genstar Capital in June 2018. Cetera has raised $10.17 million across 2 funding rounds from investors including RCS Capital and Genstar Capital. The company has 4 employees. Cetera has completed 5 acquisitions, including Avantax, Concourse Financial and MAGIS Financial Partners.
- Headquarter El Segundo, United States
- Employees 4
- Email••••••••
- Phone•••• ••••
- Website cetera.com
- Social LinkedIn X Facebook
- Acquired by Genstar Capital (Jun 2018)
- Net Profit-$2.16 K (USD)-4as on Apr 30, 2023
- Total Equity Funding$10.17 M (USD)
in 2 rounds
- Latest Funding Round$1.12 B (USD), Debt – Conventional
Oct 2018
- InvestorsRCS Capital
& 1 more
- Employee Count4
- Investments & AcquisitionsAvantax
& 4 more
- Acquired by
Funding Insights of Cetera
Cetera has successfully raised a total of $10.17M across 2 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $1.12 billion completed in October 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $10.2M
- Total Rounds 2
- Last Round Debt – Conventional — $1.1B
- First Round $10.2M
(Apr 2010)
All 2 funding rounds of Cetera with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2018 | $1.1B | Debt – Conventional | – | – | – |
| Apr 2010 | $10.2M | Series B | – | – | – |
2 investors in total: 2 institutional.
Investors in Cetera
Cetera has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include RCS Capital and Genstar Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
- | – | gencap.com | - | |
Diversified investment management firm | 2012 | rcscapital.com | New York, United States |
Investor details for Cetera
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Cetera
318 people are tracked at Cetera (98 in leadership, 6 in board & advisors, 214 in team); the tracked headcount is 4.
| Name | Role | Group |
|---|---|---|
Dan Rao | Director Of IT - Enterprise Risk | Leadership |
Charlotte Bartlett | Director, Mergers, Acquisitions & Integration | Leadership |
Dana Banh | Marketing Director | Leadership |
Keyur Desai | Senior Managing Director, Chief Data And Analytics Officer | Leadership |
Tom Gallagher | Director, Corporate Development | Leadership |
Matthew Brady | Vice President, Branch Manager & Financial Advisor | Leadership |
John Ziegwied | VP - Shared Services Accounting | Leadership |
Michael Ragunas | Chief Technology Officer | Leadership |
Michael Zuna | Chief Marketing Officer | Leadership |
Cassidy Runyan | Director, Advisor Marketing | Leadership |
Prashant Sarode | Managing Director, Head Of Ai, Technology Innovation And Architecture | Leadership |
Tyana Warren | Director Of AI Programs | Leadership |
Paul Baessler | Managing Director Self Clearing Operations | Leadership |
Mark Quinn | Director Of Regulatory Affairs | Leadership |
Chris Sorsoleil | Head Of Advisor Recruiting | Leadership |
Barb Kesterson | Managing Director, Operations Strategy And Execution | Leadership |
Adeline Wong | Svp, Head Of Retirement Plan Programs And Strategy | Leadership |
Arielle Jaffe | Vice President Strategic Relationships | Leadership |
Maxwell Razzore | Vice President - Program Manager | Leadership |
Ron Krueger | President, Cetera Financial Specialists | Leadership |
298 more people are available in the full profile.
Complete people profiles for Cetera
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Cetera
Cetera has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Avantax, Concourse Financial and MAGIS Financial Partners.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Insurance, financial planning, and investment management services are provided. | concoursefinancial.com | United States | 2020 | Oct 2024 | •••• | |
Holistic financial services are delivered via wealth management. | avantax.com | Dallas, United States | 1983 | Sep 2023 | $1.2B | |
Retirement investment management services are provided for planning needs. | planningretirements.com | Leawood, United States | 2004 | Jun 2023 | •••• | |
Financial advisory services are provided to clients by Prosperity Advisors. | prosperityadvisors.com | Overland Park, United States | 1989 | Feb 2023 | •••• | |
Wealth management, financial planning, and insurance services are offered. | magis.pro | Horsham, United States | 1976 | Mar 2021 | •••• |
Complete acquisition details for Cetera
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Cetera
10 dated milestones of Cetera across 14 years, from founding to its latest funding, stage changes and deals.
- Founded Cetera is founded.
- Funding First funding round of $10.2M.
- Exit Acquired by RCS Capital.
- Exit Acquired by Genstar Capital.
- Funding Latest funding round, Debt – Conventional, of $1.1B.
- Acquisition Acquires MAGIS Financial Partners.
- Acquisition Acquires Prosperity Advisors.
- Acquisition Acquires The Retirement Planning Group.
- Acquisition Acquires Avantax.
- Acquisition Acquires Concourse Financial.
Web traffic of Cetera
The website of Cetera (cetera.com) receives about 70.3K visits a month.
- Monthly visits70.3K
▲ 17.6% vs previous month
Websites whose visitors overlap most with Cetera. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
mainaccount.com | mainaccount.com | 100% | – | #128,092 | – |
seniorfinanceadvisor.com | seniorfinanceadvisor.com | 87% | – | #1,626,032 | – |
| ceteraadvisornetworks.com | 87% | – | – | View details | |
| myceterasmartworks.com | 87% | – | #554,064 | View details | |
ceteraadvisors.com | ceteraadvisors.com | 81% | – | – | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 19 similar websites and full traffic analytics for Cetera
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 19 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Cetera
Complete news archive for Cetera
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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Frequently Asked Questions about Cetera
Cetera was founded in 2010.
Cetera is headquartered in El Segundo, United States. It is registered at El Segundo, California, United States.
Cetera is a funded company, having raised a total of $10.17M across 2 funding rounds to date. The company's 1st funding round was a Series B of $10.17M, raised on Apr 2010.
Cetera has 4 employees.
Cetera Financial Group was founded in 2010 and is headquartered in El Segundo, United States. Operations focus on the financial services sector, where advisory support is extended to independent advisors, institution-based professionals, tax experts, and investment programs for banks and credit unions. Recognition has been received through two Bank Insurance Securities Association Technology Innovation Awards for the DOL DynamIQs and Cetera Fastpath initiatives.
Cetera has made 5 acquisitions, including Avantax, Concourse Financial, and MAGIS Financial Partners.
Cetera has 2 investors. Key investors include RCS Capital, and Genstar Capital.
Yes. Cetera was acquired by Genstar Capital in June 2018.